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Curt Schultzberg

Curt Schultzberg

Partner, Chief Investment Officer

Curt has spent more than 20 years in the Financial Service business, working with firms such as The Equitable, Putnam Investments, AIG, AXA, Capital Strategy Associates (as founder and President) and Gerstein Fisher (a subsidiary of People's United Bank). Prior to his career in finance, Curt had a very successful career in the international shipping industry, moving goods all over the globe.

The scope of Curt's responsibilities has been both broad and deep.  He has worked as a financial advisor, run a large national sales desk, built a ground up sales and marketing team, served as a Chief Administrative Office for a Broker/Dealer, headed up a national Mergers and Acquisitions team in the insurance industry, and been in charge of relationship management and business development.  

Curt acutely understands the challenges, and more importantly goals, presented by both individuals and businesses in our ever changing financial environment.  His significant, and diverse background, are now a resource to the clients and friends of Tom's team.

Curt is a graduate of the State University of New York system, and serves on the board of the School of Business Board at SUNY-Oswego. Curt holds his Series 7 and 66 securities licenses, as well as Life/Health insurance licenses. He is also a graduate of The Center for Creative Leadership and AXA University.

Away from the office, Curt has raised two fine young adults (both of whom are currently in college), served as a Scoutmaster for the Boy Scouts of America, hikes and camps in all weather, restored a 1966 Mustang, obtained his Certified Personal Trainer designation, and has tasted in excess of 1200 craft beers (Oskar Blues Ten Fidy Russian Imperial Stout is his all time favorite).